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EJAN icon

Blue Bell Private Wealth Management’s Innovator Emerging Markets Power Buffer ETF January EJAN Stock Holding History

Blue Bell Private Wealth Management’s Portfolio EJAN Stock Details EJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$201K Buy
5,928
+5,466
+1,183% +$189K 0.03% 267
2025
Q4 		$15.6K Hold
462
– – ﹤0.01% 512
2025
Q3 		$15.3K Sell
462
-38
-8% -$1.24K ﹤0.01% 506
2025
Q2 		$16K Buy
+500
New +$15.4K ﹤0.01% 487
2023
Q3 		– Sell
-526
Closed -$14.9K – 684
2023
Q2 		$14.9K Sell
526
-10
-2% -$281 ﹤0.01% 383
2023
Q1 		$15.1K Hold
536
– – ﹤0.01% 343
2022
Q4 		$14.6K Hold
536
– – ﹤0.01% 339
2022
Q3 		$13K Hold
536
– – ﹤0.01% 347
2022
Q2 		$15K Hold
536
– – 0.01% 342
2022
Q1 		$15K Hold
536
– – ﹤0.01% 355
2021
Q4 		$16K Buy
+536
New +$16K ﹤0.01% 331

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AFS
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MW
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Creative Planning
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CA
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PCS
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FHC
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OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return